Jerry Grimes Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cambridge since 2014 and also operates Grimes Financial Services, Inc., where he serves as president. Outside of his advisory work, he is involved in community and nonprofit activities, including serving as a board member and membership secretary for the Piedmont Handgunners Association and as a board member for the Davidson County Education Foundation. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and custodians and develops proprietary model strategies under the Founders Gate Capital brand.

Everett Swaim III is a financial advisor with Cetera, holding a Series 63 designation and bringing 43 years of industry experience. He has worked with Cetera and its affiliates since 2013 and owns The Swaim Agency, an insurance agency operating since 1990. Outside of financial advising, he is involved in a timber leasing partnership with his spouse. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms with a multi-manager approach.

Gina Burnett is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She has been with Thrivent and its affiliated firm since 2002 and holds Series 63 and Series 65 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various topics, allowing clients to combine planning with managed-account services while maintaining separation between these offerings.

Jarrod Dunbar is a Series 66-credentialed financial advisor with Edward Jones, based in Lexington, NC, and has six years of industry experience. He has been with Edward Jones since 2020. Outside of advising, he is a joint owner of a beach house rental property in Myrtle Beach, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by an extensive nationwide network of financial advisors and branch offices.

William Britt is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Ameriprise since 2016 and previously spent 10 years with Wells Fargo Clearing. Britt is the owner of W Britt, Inc., through which he manages his Ameriprise business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Eric Brady is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Brady serves as a board member of the Union Fire Department, a volunteer organization providing fire and medical services to the community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses across various financial topics. The firm enables clients to combine planning with managed-account programs under consolidated billing while maintaining separate planning and portfolio management services.

Brad Brady is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with Thrivent and its affiliated entities since 2005. Outside of his advisory role, Brady serves on the board of the Rowan Medical Foundation, which supports community involvement and fundraising for Novant Medical Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm’s approach includes holistic analyses and a consolidated billing option called “WealthPlan” that integrates planning with managed accounts while keeping the services distinct.

Ethan Goude is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and several other companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a large nationwide network of advisors and branch offices.

Stephen Kidd is a financial advisor with LPL Financial in Salisbury, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Ameriprise Financial Services for 12 years and Edward Jones for 4 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Varner is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its related entities since 2015. Outside of his advisory role, he owns Lexington Wealth Management Inc., through which he employs support staff, and he is involved in property management activities. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations primarily focused on assets held within Ameriprise-managed accounts.

Sheryl Johnson is a financial advisor with LPL Financial, holding a Series 63 designation and over 40 years of industry experience. She has worked at LPL Financial since 1986, with a brief tenure at SCF Securities and SCF Investment Advisors. Outside of her advisory role, she is involved in managing the Skorpik Johnson Farm in South Dakota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Raif Todd is a financial advisor with Edward Jones in Salisbury, NC, holding Series 63 and Series 66 designations and having 30 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is co-president of a family rental property business in Monterey, California. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Stephanie Houghton is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, she worked at Kidd Financial Investments with Ameriprise Financial and has experience in education and the wine industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Berott Mathnov is a Benefits & Planning Consultant for Executive Services at Fidelity Investments, a role held since 2024. In this capacity, Berott assists clients in designing and executing financial plans by utilizing employer-sponsored benefits and adopting a holistic approach to financial planning. Prior to joining Fidelity Investments, Berott worked as a Strategic Communications Manager at Robinhood from 2020 to 2022 and as a Client Relationship Consultant at TIAA from 2017 to 2020. These positions contributed to a diverse background in client relations and strategic communication within the financial services industry. Outside of professional pursuits, Berott enjoys a variety of outdoor activities including beach visits, gardening, horseback riding, outdoor adventures, scuba diving, and skiing.

Erik Johnson is a CFP®-certified financial advisor at LPL Financial with 27 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and Scf Securities, Inc., and has been associated with LPL Financial and its predecessor entities for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolio programs, and institutional platforms, leveraging proprietary research and third-party subadvisors.

Cody Beck is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2019. Beck also serves as a board member on the finance committee of the Kamp Kiwanis Children's Foundation. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm offers both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Kenyon Rush is a Series 66 licensed financial advisor with Edward Jones in Lexington, NC, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he is a managing partner at RRS Investment Properties, assisting with property management and record-keeping. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Friesz is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to his advisory role, he worked at Bank of America and has several years of experience in the food service industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Morton is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2018. Prior to that, he was employed at First National Bank of PA for 13 years. He also serves as treasurer for the Welcome Booster Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Joshua Hamm is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and also works with Pinnacle Asset Management and Pinnacle Financial Partners in Lexington, NC. His prior experience includes roles at Wells Fargo Clearing Services and Edward Jones. Hamm's work involves managing client investment accounts and building relationships with bank partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutions. The firm emphasizes tailored, non-discretionary planning and uses analytical modeling tools to support client goals.